Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,296 | $138,114+79.8% | $125,391+98.0% | $134,545+84.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.68% | 750.88%-763.6pp | 572.41%-585.1pp | 418.37%-431.1pp |
| Employer contribution / active EE | $5,471 | $5,246+4.3% | $4,816+13.6% | $4,742+15.4% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.2% | $6,401+220.2% |
| Admin fee / account holder | $108,448 | $11,570+837.3% | $10,009+983.5% | $11,431+848.7% |